Navigation:  Payroll for North America > Employee Pay Data USA > Tax Information > Update Employee Tax Data > Federal Tax Data

1. The Federal Tax Data search page displays.
2. Enter search criteria and select the Search button.
3. The Federal Tax Data page displays.
4. From the Federal Tax data tab, select the Nonresident alien for the Special Withholding Tax Status field. *This is a required field.
5. Expand the Tax Treat/Non-Resident Data section by selecting the arrow as shown below.
6. Select the appropriate Country.
7. Select the appropriate Treaty ID.
8. If the NRA is not subject to FWT withholding, select No for the Form W-9 Received option.
9. Select the appropriate NRA Withholding Rule (*NOTE: Subject to Rule is the default).
10. Select arrow to expand the Education and Government section.
11. Enter the appropriate Date of Entry (*NOTE: The Treaty Expiration Date should default from the Tax Treaty Table, but can be changed as needed).
12. Select the appropriate option for the Form 8233 Received field. (*NOTE: If the employee is being paid prior to receiving Form 8233 and No is selected, the Tax Rate After Form Received displayed in the Allowable Earnings Codes section will be used).
13. Enter the appropriate Effective and Expiration dates for Form 8233.
14. Select the appropriate option for the Form W-8 Received.
15. If a W-8 form was received, enter the Effective and Expiration dates accordingly.
16. Select the State Tax Data tab, located at the top of the page, to continue the process.

17. Uncheck the Resident checkbox.
18. Select Nonresident alien (Fed Rules) for the Special Withholding Tax Status field.
19. Select the Save button.

Navigation:  Workforce Administrator > Job Information > Job Data

1. The Job Data search page displays.
2. Enter the applicable search criteria.
3. Select the Search button.
4. The Job Data page displays.
5. On the Work Location tab, enter the *Effective Date (or use the calendar icon to select a date using a calendar view).
6. Select Earnings Distribution Change from the drop-down menu for the *Action field. (NOTE:  Fields with an asterisks are required and must have a valid value entered).
7. Select the Earnings Distribution link at the bottom of the page.
8. The Job Earnings Distribution pagelet displays.
9. Select By Percent for a valid value in the *Earnings Distribution Type field.
10. Select the *Earnings Code of TCH.
11. Select the Job Data link, at the bottom of the page, to return to the Job Data page.
12. The Job Data page displays.
13. On the CTC Earnings Distribution tab, make sure the *Earnings Code is TCH.
14. Select the Save button

Navigation:  Payroll for North America > Employee Pay Data USA > Tax Information > Update Employee Tax Data > Federal Tax Data

1. The Federal Tax Data search page displays.
2. Enter search criteria and select the Search button.
3. The Federal Tax Data page displays.
4. On the Federal Tax Data tab, select Nonresident alien for the *Special Withholding Tax Status field.
5. Select the Federal Unemployment Tax section, then select the Exempt from FUT box.
6. Select the Tax Treaty/Non-Resident Data section. (Expand area, if needed, by selecting arrow to the left).
7. Select the appropriate Country value.  (NOTE:  If the NRA is NOT a resident of a Country in the drop-down, select $S as the Country).
8. Select the appropriate Treaty ID.  (NOTE:  If the $S Country value was selected, select the QKNA Treaty ID).
9. The Form W-9 Received value should default to No (which is fine unless the NRA submitted a W-9).
10. NRA Withholding Rule should default to Subject to Rule.
11. Select the Save button.